Why Work With Me?

In all that I do, I strive to provide a truly unique experience that sets me apart from the typical financial professional. Working with me, I believe my clients benefit from:

An Independent Practice with Extensive Support

I run my own practice in order to tailor my services to each client, get to know them on a personal level, and provide them the communication and education they desire. While I work independently, I have access to the resources, tools, and research akin to a national firm due to my relationship with broker-dealer Avantax.

Connecting Financial Planning and Tax Services in Cohesive Strategies

One of the unique elements of my practice is my ability to offer both tax and financial strategies.* By providing these services under a single roof, my goal is to simplify my clients’ financial life.

Experience and Credentials

With over 25 years of experience in the industry, I have experienced and worked with clients through multiple market conditions, both good and bad. I understand the fears or concerns people face during these times and know how to help navigate them through economic adjustments.

Beyond my industry experience, I am a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ practitioner, both of which require me to maintain high educational standards and extensive knowledge in their respective areas. As a CPA, I have an in-depth understanding of the tax ramifications many people face, and how to legally mitigate them. With the CFP^® certification, I am committed to upholding a high level of ethics in providing comprehensive financial planning.

_{*These services are offered by Steven Aberblatt through his affiliation with Avantax}